I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!
March 2023
Laura Fallon-Burns is a wonderful advisor! She is easy to talk with and has already provided great advice on ways for me to be better positioned for the phases of my retirement. As an HR professional I also appreciate Laura and the Deschutes Team for their excellent delivery of learning experiences and 1:1 advising for... read full comment
March 2023
This group is detailed oriented and will maximize your outcomes. It is a mistake not to use them. Give them a try.
Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm. Presently, Deschutes manages over $1.2 billion in assets for over 200 corporate and individual clients. Our corporate clients put a high value on employee benefits, and our unique approach to 401(k) plan management and education makes us an ideal fit for medium sized companies where we add value to the work of your internal financial management and benefits team. On the individual wealth management side of Deschutes, our advisors have a passion for helping clients to feel secure and informed in their financial lives. Design your future with a trusted partner at Deschutes Investment Consulting, LLC.
